About Confident Financial Solutions, LLC – Financial Advisors in Cheshire, CT
At Confident Financial Solutions, LLC in Cheshire, CT, the experienced team of financial experts, Nicole & Ethan, provide personalized guidance to help families, couples, individuals, and business owners achieve their retirement goals. With nearly 45 years of combined experience, they have helped hundreds of clients navigate complex financial situations, offering protection through life insurance, retirement income planning, and investment advice. Their personalized approach, expertise, and professionalism have exceeded clients' expectations, providing clear and concise recommendations that improve financial well-being. The team's dedication to understanding unique financial goals and tailoring their advice accordingly has been remarkable, making clients feel confident, comfortable, and secure in their financial decisions. With prompt and timely communication, Confident Financial Solutions, LLC is highly recommended for reliable and trustworthy financial guidance.
Ethan and Nicole were incredible to work with. I knew I was not planning properly for retirement and most of my savings were in a 401(k), so I was worried about taxes later.
They built a clear retirement income plan and walked me through a Roth conversion strategy to reduce future taxes, plan ahead for RMDs, and avoid unpleasant surprises. What I appreciated most was how they explained everything in plain language and helped me create a plan that is not dependent on day to day market swings.
If you are nearing retirement and want tax efficient retirement planning, Roth conversion guidance, and a thoughtful wealth management team, I highly recommend reaching out...read full review
Nicole is a terrific financial advisor, she has always responded to me with any issue or question I’ve had. She always puts you first and does it with a sincere passion , always there to help. Nicole your the best.
Nicole and Ethan were extremely professional. I had many questions and their patience with me throughout the process was amazing! I highly recommend speaking with Nicole and Ethan about any of your financial needs.